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 Contact Us

​​For general inquiries, please contact us at iowacfa@gmail.com.

For more specific inquiries, feel free to contact the appropriate board member below. Because CFA Society Iowa is a volunteer-based association of local investment professionals, please allow at least 24 hours for a response. Thank you.​

 Board of Directors

President
Rob Dowil, CFA
Principal Global Investors
Email Rob


 

Vice President
Joyana Pilquist, CFA
​American Equity​
Email Joyana




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Treasurer
Ashley Arellano, CFA
Wellmark
Email Ashley



Secretary
Lisa Stange, CFA
Iowa Public Employees' Retirement System
Email Lisa

 


Director of Programming
Mark Sandbulte, CFA
FBL Financial Group
Email Mark



Director of CFA Programs
Harley Gorter, CFA
Wells Fargo
Email Harley



 

Director of Member Value
Nick Nolan, CFA
American Equity
Email Nick

 


 

Director of Eastern Iowa
Bryce Engelbart, CFA
Aegon USA Investment Management
Email Bryce

 

 

 

Director of Branding
Kate Gudgel, CFA
Principal Global Investors
Email Kate​​​​​​​​​​​

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 Past Presidents

​​Kevin Shires, CFA, 2020-21
Owen Gerard, CFA, 2019-20
Lindsay Havig, CFA, 2018-19
Scott Brustkern, CFA, 2017-18
​Brett Peterson, CFA, 2016-17
Scott Bennett, CFA, 2015-16
Matt Bral, CFA, 2014-15
Karey Anderson, CFA, 2013-14
Sayer Martin, CFA, 2012-13
Eric Lohmeier, CFA, 2011-12
Laura Beebe, CFA, 2010-11
Phelps Hoyt, CFA, 2009-10
Laurie Mardis, CFA, 2008-09
Daniel Laird, CFA, 2007-08
Jeffrey Fossell, CFA, 2006-07
Philip Horn, 2004-06
Thomas Foster, CFA, 2003-04
William Armstrong, CFA, 2002-03
Mark McGrew, CFA, 2001-02
Douglas Herold, CFA, 2000-01
James Windsor, 1999-00
Jeffrey Lorenzen, CFA, 1998-99
Marsha Yelick, CFA, 1997-98
Michael Hamilton, 1996-97
Lou Ann Sandburg, CFA, 1995-96
Roger Lay, CFA, 1994-95
David Seevers, CFA, 1993-94
Doug Angstrom, CFA, 1992-93
Catherine Zaharis, CFA, 1991-92
James Hovey, CFA, 1990-91
Richard Hegwood, CFA, 1989-90
Richard Waugh, CFA, 1988-89
Roger Grefe, CFA, 1987-88
Annette Shaw, CFA, 1986-87
Raymond Davis, CFA, 1985-86
John Freeland, CFA, 1984-85
Kenneth Shaffer, 1983-84
Dewain Sparrgrove, 1982-83
Merlynd Metcalf, CFA, 1981-82
Lawrence Halverson, CFA, 1980-81
Roy Shimer, 1978-79
Richard Warming, 1977-78
James Woods, 1976-77
Lance Nelson, 1975-76
S. Ralph Kosmicke, 1974-75
James King, 1973-74
Donald Brattebo, 1972-73
N. Robert Barman, 1971-72
Joseph Bisignano, 1970-71
Robert ​Wilkins, CFA, 1969-70
Keith Gunzenhauser, CFA, 1968-69
James Kempkes, 1967-68
Riley Richards, 1966-67​